Waterford Advisors, LLC NFG — NATIONAL FUEL GAS CO

Ownership history in Waterford Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Waterford Advisors, LLC reported NATIONAL FUEL GAS CO (NFG) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows NFG at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Waterford Advisors, LLC's position in NATIONAL FUEL GAS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

NFG was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NFG stock page Waterford Advisors, LLC fund profile Waterford Advisors, LLC full holdings
How Waterford Advisors, LLC held NFG — position size vs. price
% of Fund (quarterly)    NFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 99.0% -12.5% ✅ 3,131 -299,586 -99.0% 0.10% $289K 2025-11-14 $80.04
2025 Q2 ADDED — — — 302,717 +299,717 +9990.6% 0.10% $265K 2025-08-14 $86.21
2025 Q1 REDUCED 55.2% +7.7% ❌ 3,000 -3,690 -55.2% 0.10% $238K 2025-05-15 $79.07
2024 Q4 UNCHANGED — — — 6,690 — 0% 0.21% $406K 2025-02-14 $70.00
2024 Q3 UNCHANGED — — — 6,690 — 0% 0.21% $405K 2024-11-14 $58.10
2024 Q2 INITIATED — — — 6,690 — — 0.15% $363K 2024-08-14 $56.04

🏢 Other funds also holding NFG

As of 2026 Q1 — sorted by position size

Barnett & Company, Inc. 3Y 7Y 3.22% BERNZOTT CAPITAL ADVISORS 3Y 7Y 3.0% EDMP, INC. 3Y 7Y 2.55% Andrew Hill Investment Advisors, Inc. 3Y 1.88% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.78% Cardinal Capital Management 3Y 7Y 1.23% IBEX WEALTH ADVISORS 3Y 7Y 0.82% J.M. Arbour, LLC 0.79% KWMG, LLC 3Y 7Y 0.76% CPC Advisors, LLC 3Y 0.68%

FAQ About Waterford Advisors, LLC and NFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Waterford Advisors, LLC reported owning NFG?

Waterford Advisors, LLC reported NFG across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported NFG position in Waterford Advisors, LLC's portfolio?

The largest reported portfolio weight for NFG was 0.21% in 2024 Q3.

What is the latest reported NFG position on this page?

The most recent filing on this page is 2025 Q3, when Waterford Advisors, LLC reported 3,131 shares, equal to 0.10% of portfolio, with an estimated market value of $289K.

What does the chart on this NFG ownership page compare?

The chart compares Waterford Advisors, LLC's quarterly NFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Waterford Advisors, LLC time their NFG position?

Based on 13F filing dates vs. subsequent NFG price moves, Waterford Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on NFG relative to SPY over the holding period was +10.9%.

← Back to Waterford Advisors, LLC Holdings